Rotella Capital Management, INC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Rotella Capital Management, INC
  • Sponsor EIN: 880339457
  • Sponsor Address: 800 BELLEVUE WAY NE, BELLEVUE, WA, 98004
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$0$0
202318$13.4M$0$230,469
202224$11.3M$0$248,548

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